Salesforce was built to track relationships, while Shopify tracks transactions. However, it seems like neither was built to talk to the other. Most ecommerce teams end up either manually bridging the two or working with incomplete data on both sides. Salesforce Shopify integration for eCommerce solves that by automating the flow of customer, order, product, […]
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What it measuresPercentage of closed deals won vs. total opportunities reaching a decision point. FormulaWin Rate = (Deals Won ÷ (Deals Won + Deals Lost)) × 100 Worked exampleYour team closes 84 deals and loses 36 → Win Rate = 84 ÷ (84 + 36) × 100 = 70%. But if you include the 45 deals […]
Introduction For growing engineering and project-focused firms, “Work in Progress” (WIP) isn’t just some accounting number. It’s a real pulse check on how your projects and cash flow are doing. Once a company moves past the startup hustle, a typical challenge appears: project teams use their favorite management tools, think Asana, Trello, or monday.com – […]
Shipping more features has never been the goal, and this year was no different. We’ve learned to say no to things that don’t move the needle and double (sometimes triple) down on the things that truly do. We listened to you, our customers and users. Not just the feedback tickets or feature requests, but the […]
Your business runs on data: customer records in a CRM, sales numbers in an ERP, analytics from cloud applications. But when all that data lives in different places, it can feel like you’re solving a puzzle with pieces scattered everywhere. Data integration brings everything together into one clear picture. This helps you make better decisions, […]
I am often asked what are the relevant reports or metrics we need to track while integrating between the Order-to-Cash process. Here is a list of reports that you will find useful while thinking through your business integration needs – mainly between CRM or eCommerce applications like Salesforce and Accounting systems like QuickBooks, Intacct or others.
Ever feel like your business apps love creating chaos? One minute, you’re logging an invoice in accounting; the next, you’re hunting down the same info in Salesforce or, worse, copying it into another spreadsheet. Most of us didn’t sign up for double data entry or endless tab toggling. But that’s the reality for small teams […]
It feels like we’re all drowning in data these days, doesn’t it? Businesses are literally swimming in information from every direction imaginable: customer chats, buzzing IoT devices, internal systems, and so much more. Trying to make sense of this data deluge can feel like a Herculean task. That’s where the cloud data lake swoops in, […]
You’re not the only one who has reviewed numerous bills, purchase orders, or contracts in various formats and thought, “How am I going to get all this information into Salesforce, Dynamics 365, NetSuite, or my ERP without going crazy?” We get what you’re saying. Most businesses still require manual data entry to process documents from […]
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